+250.7%
HOOD vs WU
-53.8%
+304.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.7% |
| 7D | +17.1% | -0.8% | +17.9% | +17.4% |
| 30D | +31.6% | -1.1% | +32.7% | +32.0% |
| 3M | +38.2% | -3.9% | +42.1% | +37.7% |
| 6M | +48.5% | -20.7% | +69.2% | +59.7% |
| YTD | +8.0% | -18.4% | +26.3% | +14.0% |
| 1Y | +18.7% | -8.1% | +26.7% | +17.2% |
| 3Y | +999.1% | -24.2% | +1,023.3% | +1,053.5% |
| 5Y | +181.7% | -50.4% | +232.1% | +174.1% |
| All | +250.7% | -53.8% | +304.5% | +126.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling